Sound View Wealth Advisors Group, LLC - NOVARTIS A G ownership

NOVARTIS A G's ticker is NVS and the CUSIP is 66987V109. A total of 1,139 filers reported holding NOVARTIS A G in Q4 2021. The put-call ratio across all filers is 0.26 and the average weighting 0.2%.

Quarter-by-quarter ownership
Sound View Wealth Advisors Group, LLC ownership history of NOVARTIS A G
ValueSharesWeighting
Q3 2023$372,909
+0.9%
3,6610.0%0.05%
-4.2%
Q2 2023$369,432
+9.7%
3,6610.0%0.05%
+4.3%
Q1 2023$336,812
+49.9%
3,661
+47.8%
0.05%
-4.2%
Q4 2022$224,713
-23.8%
2,477
-36.1%
0.05%
-27.3%
Q3 2022$295,000
-10.1%
3,8770.0%0.07%
-4.3%
Q2 2022$328,000
-3.5%
3,8770.0%0.07%
+6.2%
Q1 2022$340,000
+0.3%
3,8770.0%0.06%
+1.6%
Q4 2021$339,000
+6.9%
3,8770.0%0.06%
-3.0%
Q3 2021$317,000
-10.5%
3,8770.0%0.07%
-10.8%
Q2 2021$354,000
-9.9%
3,877
-15.6%
0.07%
-19.6%
Q1 2021$393,000
-14.9%
4,594
-6.1%
0.09%
-18.6%
Q4 2020$462,000
+2.9%
4,890
-5.4%
0.11%
-4.2%
Q3 2020$449,000
+0.4%
5,167
+1.0%
0.12%
-6.3%
Q2 2020$447,000
+6.7%
5,118
+0.7%
0.13%
-13.1%
Q1 2020$419,000
-21.5%
5,084
-9.9%
0.14%
-4.0%
Q4 2019$534,000
+13.9%
5,644
+4.6%
0.15%
+7.9%
Q3 2019$469,000
-18.0%
5,398
-13.8%
0.14%
-17.2%
Q2 2019$572,0006,2620.17%
Other shareholders
NOVARTIS A G shareholders Q4 2021
NameSharesValueWeighting ↓
NEXTHERA CAPITAL LP 198,000$14,422,0008.45%
PRENTISS SMITH & CO INC 133,202$9,702,0005.92%
EXENCIAL WEALTH ADVISORS, LLC 178,313$12,988,0005.50%
MANAGED ASSET PORTFOLIOS, LLC 185,868$13,538,0005.33%
Osher Van de Voorde Investment Management 114,735$8,357,0004.59%
BROWN BROTHERS HARRIMAN & CO 10,971,272$799,147,0004.37%
PROFESSIONAL ADVISORY SERVICES INC 238,542$17,375,0004.04%
Elefante Mark B 4,579$333,0004.02%
COMPASS CAPITAL MANAGEMENT, INC 271,536$19,779,0003.69%
CGOV Asset Management 972,731$95,135,0003.51%
View complete list of NOVARTIS A G shareholders